What does True Wealth Design, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

True Wealth Design, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

EA SERIES TRUST

$58M497K16.0%

DIMENSIONAL ETF TRUST

$54M1.4M15.1%

DIMENSIONAL ETF TRUST

$38M1.1M10.5%

DIMENSIONAL ETF TRUST

$27M721K7.4%

DIMENSIONAL ETF TRUST

$25M701K7.0%

DIMENSIONAL ETF TRUST

$15M459K4.1%

SIMPLIFY EXCHANGE TRADED FUN

$12M902K3.3%

SIMPLIFY EXCHANGE TRADED FUN

$11M230K3.2%

AMERICAN CENTY ETF TR

$11M96K2.9%

SIMPLIFY EXCHANGE TRADED FUN

$7M169K1.9%

Filing history loading…